UNFI · United Natural Foods Inc · Shareholders & Ownership

$46.48 +0.23 (+0.50%) At close · Oct 20

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.84B

60.32M

Volume · Oct 20 478.02K Avg daily vol (3M) 575.21K

Every disclosed holder of UNFI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns UNFI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	354	57,056,341	94.59%	Yes
Insiders (Forms 3, 4, 5)	21	2,700,349	4.48%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	560,394	0.93%	Rest
Registered funds (N-PORT, not summed)	348	32,070,502	53.17%	No

Shares outstanding: 60,317,084, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of UNFI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,458,725	17.34%	+48,187	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,660,490	6.07%	+2,659	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,592,037	2.64%	+125,530	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	523,028	0.87%	-71,728	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	505,847	0.84%	-8,693	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	212,579	0.35%	-56,672	May 29, 2026	BlackRock Funds, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,465,100	7.40%	+120,570	Jun 30, 2026	carried, not yet filed for the newest quarter
3	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,870,179	6.42%	+535,166	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	20,524	0.03%	-5,154	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
3.2	Disciplined Core Equity Fund Fund S000005977 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	11,217	0.02%	—	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,532,672	5.86%	+24,091	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	853,066	1.41%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	364,756	0.60%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	336,375	0.56%	+10,701	Jul 31, 2026	Dimensional ETF Trust, not summed
4.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	300,661	0.50%	-507	Jul 31, 2026	Dimensional ETF Trust, not summed
4.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	270,596	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	3,075,197	5.10%	+400,299	May 31, 2026	American Century ETF Trust, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,589,996	4.29%	+12,755	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,049,162	5.06%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,458,809	4.08%	+81,397	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	559,143	0.93%	+6,904	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	315,955	0.52%	-3,121	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	21,299	0.04%	+600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.4	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	11,244	0.02%	+160	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF Fund S000033831 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	3,563	0.01%	+639	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,833,463	3.04%	-2,527	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,750,865	2.90%	+275,001	Jun 30, 2026	carried, not yet filed for the newest quarter
10	SG Americas Securities, LLC 13F CIK 1313360 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,631,052	2.70%	-101,008	Jun 30, 2026	carried, not yet filed for the newest quarter
11	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,542,662	2.56%	+711,913	Jun 30, 2026	carried, not yet filed for the newest quarter
12	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,542,023	2.56%	-44,143	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,342,984	2.23%	+16,368	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	497,124	0.82%	-29,364	Jun 30, 2026	College Retirement Equities Fund, not summed
13.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	306,180	0.51%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
13.3	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	237,300	0.39%	-4,700	Jul 31, 2026	TIAA-CREF Funds, not summed
13.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	78,239	0.13%	+7,212	Jul 31, 2026	TIAA-CREF Funds, not summed
13.5	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	58,622	0.10%	-4,913	Jul 31, 2026	NuShares ETF Trust, not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,325,234	2.20%	-10,950	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,220,146	2.02%	-177,793	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	866,915	1.44%	-282,039	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.2	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	148,419	0.25%	-59,368	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.3	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	59,905	0.10%	-257	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.4	Invesco Food & Beverage ETF Fund S000003027 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	59,483	0.10%	-7,874	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.5	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	55,931	0.09%	+965	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16	Senvest Management, LLC 13F CIK 1328785 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,181,132	1.96%	-56,000	Jun 30, 2026	carried, not yet filed for the newest quarter
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	960,945	1.59%	-112,973	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	293,825	0.49%	-180	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	281,714	0.47%	-39,154	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	148,420	0.25%	+16,880	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	118,128	0.20%	-21,077	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17.5	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	54,083	0.09%	+11,762	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	946,421	1.57%	-105,495	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	79	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
19	DOUGLAS J ALEXANDER JR Insider CIK 1253446 · Oct 8, 2026 Director, Chief Executive Officer, issuer-wide	894,913	1.48%	+81,688	Oct 8, 2026	Director, Chief Executive Officer, issuer-wide
20	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	838,460	1.39%	-11,455	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	755,041	1.25%	+45,017	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	30,876	0.05%	+2,895	Jun 30, 2026	Northern Funds, not summed
21.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,296	0.01%	-151	Jun 30, 2026	Northern Funds, not summed
21.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,536	0.01%	+224	Jul 31, 2026	FlexShares Trust, not summed
22	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	731,882	1.21%	+20,990	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	55,828	0.09%	-2,005	May 31, 2026	Goldman Sachs ETF Trust, not summed
22.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	11,249	0.02%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
22.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	9,684	0.02%	+1,652	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
22.4	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	7,823	0.01%	-43,913	Jul 31, 2026	Goldman Sachs Trust, not summed
22.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	4,541	0.01%	-2,340	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
23	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	702,467	1.16%	+94,680	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	231,569	0.38%	+38,017	Jun 30, 2026	Victory Portfolios, not summed
23.2	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	87,102	0.14%	-7,631	Jun 30, 2026	Victory Portfolios II, not summed
23.3	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	40,701	0.07%	+9,301	Jul 31, 2026	Victory Portfolios III, not summed
23.4	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	6,821	0.01%	+40	Jul 31, 2026	Victory Portfolios III, not summed
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	696,681	1.16%	+16,705	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	VANGUARD CONSUMER STAPLES INDEX FUND Fund S000004447 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	563,662	0.93%	+13,241	May 31, 2026	VANGUARD WORLD FUND, not summed
26	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	524,676	0.87%	+48,482	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	667,328	1.11%	+74,737	Jul 31, 2026	Fidelity Salem Street Trust, not summed
26.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	469,254	0.78%	+47,158	Jun 30, 2026	Fidelity Covington Trust, not summed
26.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	315,896	0.52%	-1,954	May 31, 2026	Fidelity Concord Street Trust, not summed
26.4	Fidelity SAI Small-Mid Cap Momentum Index Fund Fund S000050321 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	186,153	0.31%	+115,805	Jul 31, 2026	Fidelity Salem Street Trust, not summed
26.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	169,467	0.28%	-5,472	May 31, 2026	Fidelity Rutland Square Trust II, not summed
27	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	499,135	0.83%	+28,735	Jun 30, 2026	carried, not yet filed for the newest quarter
28	JCP Investment Management, LLC 13F CIK 1461945 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	494,371	0.82%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
29	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	456,224	0.76%	-23,180	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	164,900	0.27%	-27,000	Jun 30, 2026	Bridgeway Funds, Inc., not summed
30	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	446,000	0.74%	+230,000	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	421,754	0.70%	-11,880	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	291,324	0.48%	+3,820	Jun 30, 2026	EA Series Trust, not summed
31.2	Towle Value ETF Fund S000093635 · Registered fund · May 29, 2026 EA Series Trust, not summed	130,836	0.22%	+57,673	May 29, 2026	EA Series Trust, not summed
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	408,839	0.68%	-2,207	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,221	0.00%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	404,270	0.67%	+13,337	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	401,172	0.67%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
35	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	355,815	0.59%	+2,887	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	61,093	0.10%	+4,366	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
35.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	44,760	0.07%	-3,134	Jul 31, 2026	Principal Funds, Inc, not summed
35.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	3,573	0.01%	+1,621	Jul 31, 2026	Principal Funds, Inc, not summed
35.4	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	620	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed
36	LAKEWOOD CAPITAL MANAGEMENT, LP 13F CIK 1424381 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	350,000	0.58%	-305,000	Jun 30, 2026	carried, not yet filed for the newest quarter
37	River Road Asset Management, LLC 13F CIK 1341401 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	337,888	0.56%	+113,450	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	334,111	0.55%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
39	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	325,476	0.54%	-34,063	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	309,825	0.51%	+18,760	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	150,478	0.25%	-50,923	Jun 30, 2026	PIMCO Equity Series, not summed
40.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,766	0.00%	-108	Jun 30, 2026	PIMCO Equity Series, not summed
41	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	308,032	0.51%	+10,940	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
42	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	258,586	0.43%	+171,289	Jun 30, 2026	carried, not yet filed for the newest quarter
43	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	248,990	0.41%	-157,054	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Tarditi Giorgio Matteo Insider CIK 2017583 · Oct 8, 2026 President and CFO, issuer-wide	235,916	0.39%	+23,825	Oct 8, 2026	President and CFO, issuer-wide
45	Pappas James C Insider CIK 1462171 · Oct 8, 2026 Director, 10% Owner, issuer-wide	223,060	0.37%	—	Oct 8, 2026	Director, 10% Owner, issuer-wide
46	Hauser Brothers GmbH 13F CIK 1508236 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	220,724	0.37%	+32,224	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD GROWTH AND INCOME FUND Fund S000002913 · Registered fund · Jun 30, 2026 VANGUARD QUANTITATIVE FUNDS, not summed	215,500	0.36%	+53	Jun 30, 2026	VANGUARD QUANTITATIVE FUNDS, not summed
48	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	213,460	0.35%	-236,971	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	211,112	0.35%	+3,051	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
50	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	208,695	0.35%	-9,303	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1020859 CUSIP 911163103 13F (30d) 36 filings 35 filers Visit website Investor relations